Market Update: The Magnificent Seven Lost $1 Trillion—What Happened to the AI Trade?

Market Update: The Magnificent Seven Lost $1 Trillion—What Happened to the AI Trade?

Market Update: The Magnificent Seven Lost $1 Trillion—What Happened to the AI Trade? The AI trade is not dead. It is undergoing its first serious political, financial and valuation stress test. On November 5, the Magnificent Seven lost approximately $1 trillion in...
Ontology Velocity: The New AI Investing Moat Hiding in Plain Sight

Ontology Velocity: The New AI Investing Moat Hiding in Plain Sight

Ontology Velocity: The New AI Investing Moat Hiding in Plain Sight The next generation of AI winners may not be the companies building the biggest models. They may be the businesses learning the fastest from real customers—and turning every interaction into a better...